St. Clair Advisors, LLC

Overview

St. Clair Advisors, LLC is an SEC registered investment adviser based in Mayfield Heights, OH, registered since 2010. It reports $1.1B in assets under management across 536 accounts, with 12 employees. It has 4 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

100%

Accounts

536

Average account

$2M

Employees

12

Advisory reps

4

Registered since

2010

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 4

• David William Sommer Member, Chief Executive Officer, Chief Investment Officer CRD 4648614
• Ronald Edward Bates Member, Chairman CRD 2713953
• Craig Andrew Steinbrink Member, Chief Operating Officer CRD 4345672

1 more executive officer, with direct contact details

Advisory reps 3 of 4

• Ronald Edward Bates Investment Adviser Rep CRD 2713953
• Fred G Botek Investment Adviser Rep CRD 4360854
• David William Sommer Investment Adviser Rep CRD 4648614

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

5875 Landerbrook Dr Ste 240
Mayfield Heights, OH 44124

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: saintclairllc.com

Every state, with registration dates

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